We invest £100k-500k cheques in UK-based Fintech, Insurtech, B2B SaaS, and Enterprise Software companies raising Pre-Seed to Series A rounds.
The PV Angel Fund is backed by a great mix of investor...We invest £100k-500k cheques in UK-based Fintech, Insurtech, B2B SaaS, and Enterprise Software companies raising Pre-Seed to Series A rounds.
The PV Angel Fund is backed by a great mix of investors leading UK angels, successful founders, C-level execs, and corporate NEDs who co-invest alongside the fund and provide strategic support to our portfolio companies.
We have raised funding for and invested in some great companies-
Fintech
- Smart Pension
- Credit Kudos
- Simudyne
- Pensionbee
- Penfold
- Apexx
- Bricklane
- Coinfloor
- Funding Xchange
- Wealth Kernel
- Griffin
- Xelix
- Origin
B2B/SaaS
- Impala
- Attest
- Ably
- Shipamax
- Rotageek
- Avora
- Veratrak
- Metis Labs
- Clausematch
- KisanHub
- Barac
- Breedr
- Continuum
- IAND
Insurtech
- Bought By Many
- Marshmallow
- Flock
- Digital Fineprint
- Cazana
- Nimbla
- Bikmo
- Sprout.ai
- Equipsme
- Urban Jungle
Consumer/Marketplaces
- OLIO
- Mindful Chef
- Lexoo
- Patch
-Different Dog
- Much Better Adventures
- Lick Home
Digital Health
- Thriva
- Elvie
- my recovery
- uMed
- Span
Deep Tech
- Tractable
- Synthesized
- Xihelm
- Foundries.io
- Genus AI
- AltViz
- Rainbird
PPB connects private wealth advisors and their clients to highly differentiated funds and managers through what is historically known as "feeder funds" and white-labeled customized solutions, all brin...PPB connects private wealth advisors and their clients to highly differentiated funds and managers through what is historically known as "feeder funds" and white-labeled customized solutions, all bringing operational efficiencies to support your businesses.
We do this by solving the logistical challenges often associated with investing in private investments. PPB's core mission is to lend extensive operational expertise, reporting, custodial support, and lower investment minimums to private wealth advisors at scaled pricing and with independent due diligence as an added feature.
Our full range of specialized solutions are offered through three main business verticals.
1. Capital Markets Solutions – Our team provides differentiated, durable alternative investment funds, spawned by peer collaboration, accessible for the private wealth community.
2. Customized Solutions – PPB designs, builds, launches, and operates completely customizable proprietary investment vehicles for private wealth advisors, fit to their scope with a scalable service model, supported by our in-house operations teams.
3. Legacy Operations Solutions – PPB delivers complete operational, back, and middle office support to private wealth advisors who manage an in-house alternative fund and are looking to outsource the operational management.
PSP is a Canada-based pension investment board that provides private equity and debt financing for federal public service assets and the Canadian armed forces.
Reference Financial Services ("RFS") is an independent company providing a full range of high-end fund administration, corporate and trust services and is governed by the rules and regulations of the ...Reference Financial Services ("RFS") is an independent company providing a full range of high-end fund administration, corporate and trust services and is governed by the rules and regulations of the local financial authorities, the CSSF in Luxembourg.
RFS is an accredited maritime manager supervised by the local maritime authority, the "Commissariat aux Affaires Maritimes".
RML Advisory, a leading independent alternative investment advisor based in Zurich, has been providing exceptional guidance and personalized solutions to clients since 2017. With expertise in hedge fu...RML Advisory, a leading independent alternative investment advisor based in Zurich, has been providing exceptional guidance and personalized solutions to clients since 2017. With expertise in hedge funds, private equity, private debt, infrastructure, and hybrid investments, our team of regulated Client Advisors ensures compliance with the Financial Services Act.
As a trusted partner, we distribute funds and investment solutions from a select group of carefully chosen partners (Hedge Funds, Private Equity, Private Debt/Credit, Infrastructure, VC).
Our extensive expertise in the fund management industry, vast network, and understanding of our client's needs enables us to provide comprehensive services to fund managers seeking capital and to offer attractive investment solutions to our clients.
We also specialize in developing, constructing, and managing investment solutions across relatively liquid asset classes to preserve capital, diversify risk, and generate attractive returns.
Since its launch on January 1st, 2018, our Multi-Manager Hedge Fund strategy for example has consistently provided investors with an uncorrelated return profile and attractive net returns. Hence the strategy is a valuable tool for diversifying risks in a traditional portfolio without taking on additional equity market- and or fixed-income risk.
RML Advisory is regulated according to FinSA (Financial Services Act) and a member of the Financial Services Ombudsman Association (OFD), Zurich.
Rockefeller Resources International (RRI) is is the successor to a number of investment interests focused upon promoting the ample economic and environmentally correct supply of energy, with particula...Rockefeller Resources International (RRI) is is the successor to a number of investment interests focused upon promoting the ample economic and environmentally correct supply of energy, with particular attention to the appropriate role of liquefied natural gas (LNG), to the people of China from the United States in full accord with with the policies of both nations and to their mutual benefit.
RRI is a private United States corporation majority-owned and controlled by United States parties. The company is engaged in significant joint ventures with Asian investment partners to purchase liquefied natural gas, to invest in LNG facilities, and to invest in gas fields.
At Rockpool, we believe that private companies offer investors great value, potential for enhanced returns and diversification for traditional investment portfolios. Powerful tax reliefs for estate an...At Rockpool, we believe that private companies offer investors great value, potential for enhanced returns and diversification for traditional investment portfolios. Powerful tax reliefs for estate and tax planning are also key benefits. Our mission is to help investors invest directly in private companies without the need to do all the hard work themselves or to rely on the limited information offered by crowdfunding sites.
Our service offers the professionalism of a traditional private equity firm with the flexibility to choose the companies you want to invest in.
Since 2011 we have invested over £745m into a diverse range of UK private companies. We invest in development capital, management buy-out and equity release opportunities across all sectors. Many of our investment opportunities target growth across both loans and equity.
If you would like to find out more about investing with Rockpool, or if you are looking for funding, visit our website or email team@rockpool.uk.com.
Round Hill Capital is a leading vertically integrated real estate investment manager, specialising in innovative accommodation solutions. We have built an international reputation for working with wor...Round Hill Capital is a leading vertically integrated real estate investment manager, specialising in innovative accommodation solutions. We have built an international reputation for working with world class partners and an exceptional track record of delivering results while safeguarding capital.
Founded in 2002 by CEO Michael Bickford, Round Hill Capital has been building long-term social, sustainable, and financial value for over 20 years. By working with our partners and local governments we focus on creating quality, affordable and sustainable housing - allowing us to make a positive impact in the communities we invest in, while also providing outstanding risk adjusted returns for our partners.
Being the investment, asset, development, and property manager is what makes us unique and ensures we are one of the most successful real estate investors globally.
Founded in 2009, Saphir Capital Partners is an independent private equity firm with a Luxembourg regulated investment fund, also offering corporate finance advisory services in specific mandates. Base...Founded in 2009, Saphir Capital Partners is an independent private equity firm with a Luxembourg regulated investment fund, also offering corporate finance advisory services in specific mandates. Based in Luxembourg, the firm also has offices in London and Hong Kong.
Saphir's special opportunities Fund holds various investments in Luxembourg, France, the UK and Ireland. Investing between EUR 1m and EUR 10m or up to EUR 30m with co-investors in Western European headquartered businesses, Saphir is keen working with strong management teams, innovative business models in growth sectors and/or markets generating returns through strategic and operational improvements.
ACQUIRED BY APEX GROUP. Through a combination of research, interviews, private meetings, and our digital platform, we seek to make connections between Investors, Asset Managers, and Companies more eff...ACQUIRED BY APEX GROUP. Through a combination of research, interviews, private meetings, and our digital platform, we seek to make connections between Investors, Asset Managers, and Companies more efficient, meaningful and productive.
At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals.
We help famil...At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals.
We help families of wealth succeed and simplify: Our deeply personal level of service is based on knowing our clients' hopes, expectations, challenges, and goals. With our personal touch, we become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve.
We focus only on very high net-worth families: These families have distinctive needs and complex challenges that cannot be served as well by firms that lack our singular dedication.
We listen first: We know that every family is unique. Each of our Senior Officers serves only a small number of clients to ensure each family gets ample personal attention.
We don't sell products or provide one-size-fits-all solutions: There is no fixed menu of investment and lifestyle services. Instead, our team of dedicated professionals leverage years of experience and multi-disciplinary expertise to build your family customized solutions. Our philosophy is to provide individualized investment management and financial guidance to all generations—whenever and however they are needed.
Above all, we are a family. Our hallmark is not only to serve our clients with excellence, but to provide for each other and our greater community.
ShareNett
Curate. Collaborate. Co-Invest
ShareNett is a fully regulated private global investment platform, providing 360-degree solutions for private investors. Opportunities are sourced through ...ShareNett
Curate. Collaborate. Co-Invest
ShareNett is a fully regulated private global investment platform, providing 360-degree solutions for private investors. Opportunities are sourced through the collective global relationships of members and various industry relationships built over the past 30+ years. Family Offices, institutional investors and advisors seeking private placements, yield solutions, trading and liquidity options for secondaries or advisory services can learn more by contacting the investor relations team at IR@sharenett.com.
All securities and securities transactions offered by and through ShareNett Securities LLC, member FINRA / SIPC and SEC registered broker-dealer. For additional information, please visit ShareNett's website at www.sharenett.com.
ShellPay's overarching vision is to build a future where human achievement and freedom are maximised – ‘liberty through technology'.
Our sole commercial aim is to target and disrupt the global ...ShellPay's overarching vision is to build a future where human achievement and freedom are maximised – ‘liberty through technology'.
Our sole commercial aim is to target and disrupt the global fintech market. It is actively building and end to end ecosystem with the SkyLedger protocol and creating entirely new and dynamic markets.
To accelerate uptake and application, we have been investing in and co-launching token projects across multiple industries including: biotech, renewable energy, education, agriculture, finance and social media technology.
Through years of experience in the region, we were able to develop a network of clients and partners, combining years of relevant experience in a place to better understand and execute investments tra...Through years of experience in the region, we were able to develop a network of clients and partners, combining years of relevant experience in a place to better understand and execute investments transactions.
We serve our clients in the Middle East, Africa, Europe and the UK.
Since our establishment, we are fast building a reputation as one of the leading boutique consulting groups/ boutique family office in the region, focusing on private and corporate advisory.
SINCERIUS is frontrunner in data-driven due diligence. We support Dutch and international private equity firms, DGAs, strategic buyers and bankers with the following services:
âž¡ï¸ Financial Du...SINCERIUS is frontrunner in data-driven due diligence. We support Dutch and international private equity firms, DGAs, strategic buyers and bankers with the following services:
âž¡ï¸ Financial Due Diligence
âž¡ï¸ Business Insight
âž¡ï¸ Performance Improvement
Whether it is in due diligence, optimising a company or its processes, or implementing our Business Intelligence tool, we fully utilise available data to create added value for our clients. In SINCERIUS you will have an experienced partner who is solutions-oriented, takes a pragmatic approach, and understands business models and entrepreneurship. Hands on. Spot on. Sincere.
Our team of about 50 professionals handles more than 150 acquisition due diligence and vendor support projects annually across a wide range of sectors and client types. In addition, a wide variety of companies and investment firms now use our innovative BI tool, which brings together our due diligence experience and BI skills. 
Since 2013, we have been nominated for the M&A Award in the category ‘Best Transaction Services Advisor'. We are proud to have received this award in 2018, 2021, 2022, 2023, and 2024.
As an advisory firm we've been working at the heart of the digital transformation for decades. Disruptive business models have been familiar to us from our beginning. We're digital natives because tha...As an advisory firm we've been working at the heart of the digital transformation for decades. Disruptive business models have been familiar to us from our beginning. We're digital natives because that's our daily bread and butter.
We answer the typical questions about what's next for our clients in Asia, Europe and the US, every day since our foundation in 1995 (a date we share with amazon and eBay).
What's Next?
How can we accelerate growth? What opportunities does the digital transformation offer our business? What are the threats? Which technologies should we consider and rely on? Is this business an attractive investment for us? How can we best optimize our investment portfolio in the digital space? What's our best exit strategy?
We've handled more than 4,000 What's Next projects for our corporate clients, mainly from the sectors of telecommunications, information technology, media, e-business and adjacent service providers ("TIMES"): more than 300 of them, including companies such as AOL, Axel Springer, Bertelsmann, Cisco, Dolby, Endemol, Founder, Google, Haier, ProSiebenSat.1, SAP, Telefonica, Uzai, Vodafone, Xing, Yelp and Zeit, to name several.
For more than 120 private equity players and financial institutions, we've executed more than 400 due diligences, managed about 180 M&A deals and supported 16 IPOs with a total transaction volume surpassing USD 6 billion. Our clientele includes 3i, Advent International, EQT, Franklin Templeton, General Atlantic, hg Capital, Iris Capital, Softbank and Warburg Pincus.
Our international set-up in Asia, Europe and the US matches the challenges of our work. All Skillnet partners are entrepreneurs. We've all founded companies. We all invest actively. We all share the mindset of entrepreneurs and reflect it in our ï¬elds of expertise.
We're dedicated to digital transformation and delivering superior results to the world's most sophisticated clients.
Sterling Global Financial ("Sterling") is a global alternative asset manager focused on real estate, infrastructure and financial services.
Sterling principles have a broad range of experience pro...Sterling Global Financial ("Sterling") is a global alternative asset manager focused on real estate, infrastructure and financial services.
Sterling principles have a broad range of experience providing clients globally with services including real estate credit and equity funds, investment opportunities, lending, private banking and more.
Sterling's success capitalizes on an impressive record of real estate and investment experience of its management team spanning many decades and succeeding across the different stages of the economic cycle. Its primary investment focus is real estate and related services, including real estate credit. Sterling has active investments and projects throughout the North America, the Caribbean, Ireland and United Kingdom. Sterling's unique ability to fuse its lending and development experience in real estate financing for its institutional and individual investors places it in a distinctive category that few others in the industry have approached. Sterling is a winner of multiple prestigious awards for its real estate investment funds.
About Strategic M&A Advisors, LLC (SMAA)
The members of SMAA have been assisting middle-market business owners during the final stages of
the business life-cycle for over two decades in our capaci...About Strategic M&A Advisors, LLC (SMAA)
The members of SMAA have been assisting middle-market business owners during the final stages of
the business life-cycle for over two decades in our capacities as lawyers, accountants, corporate risk
managers, and business advisors. SMAA was founded in order to provide business owners with the
highest-level of guidance and representation at the most critical stage of the business life-cycle - the
divestiture stage.
At SMAA, our goal is to maximize the value of our client's business. This is done throughout the three
critical stages of the divestiture and sales process:
1. Prior to approaching the market on behalf of our client, SMAA works with the business owner to
identify the key value-drivers of the business. Once identified, we work with our client to maximize
the way in which the key value-drivers will be represented in the market, thus leading to maximum
business value.
2. Once the representation materials are written and approved by the client, SMAA introduces the
Confidential Report to a marketplace of well over 5,000 strategic and private equity buyers both
domestic and abroad. We also discretely advertise the business opportunity on international
business sales clearinghouses. Simply stated, the larger the pool of prospective buyers, the larger
the ultimate sale price.
3. Once the ideal buyer or buyers are identified, SMAA then negotiates not only the best price, but also
the deal structure that will maximize after tax dollars and minimize risk for our client.
The SMAA team has the experience and industry knowledge to maximize the value of your business transaction.
Durable Partnership
Strong companies are built together, each from their own expertise in the form of a Durable Partnership. Driven by our
passion for entrepreneurship and the strong will to bring o...Durable Partnership
Strong companies are built together, each from their own expertise in the form of a Durable Partnership. Driven by our
passion for entrepreneurship and the strong will to bring out the best in companies, we like to help our associates and
people grow and prosper. We build Durable Partnerships together with entrepreneurs, employees and relations.
1 Family, 26 Countries, 30 Active Founders, > 200 Acquisitions
Background
For more than 40 years, we have been investing in IT companies. Our company is now owned and managed by the second generation. We are entrepreneurial investors with patience. The availability of permanent capital allows us to take the time to build together with entrepreneurs and managers towards a common goal: a durable business. Our investment focus is on technology-driven ('IT-enabled') companies with an ambitious management team.
Sumedha Fiscal Services Limited is a front ranking financial services Company incorporated in the year 1989. Since inception our journey has been extremely focused and demanding. The Company offers a ...Sumedha Fiscal Services Limited is a front ranking financial services Company incorporated in the year 1989. Since inception our journey has been extremely focused and demanding. The Company offers a wide bouquet of services ranging from Corporate Finance, Equities, Commodities, Portfolio Management, Currency Futures, Investment Banking and Institutional Broking Services.
The Asset Capital Investments is an asset management specialist focusing mainly on the following areas of expertise: Private Banking, Institutional Asset Management, Fund Administration and Management...The Asset Capital Investments is an asset management specialist focusing mainly on the following areas of expertise: Private Banking, Institutional Asset Management, Fund Administration and Management, Family Office, Services for Independent Asset Managers, Merger & Aquisitions, Finance Business Plan, Private Equity, Investment Funds, Asset Management.
The Power of Collaborative Investments-
The Cynosure Group - Collaboration across four distinct business lines:
Cynosure Partners, Private Growth Equity and Private Credit: Connect with the insi...The Power of Collaborative Investments-
The Cynosure Group - Collaboration across four distinct business lines:
Cynosure Partners, Private Growth Equity and Private Credit: Connect with the insight, energy, and creativity of a firm where investment professionals across multiple disciplines come together to work on your behalf.
Cynosure Capital Management, Foundation and Endowment Portfolio Management: Advising foundations and endowments, our balanced approach to portfolio management helps our clients maximize their long-term impact.
Cynosure Wealth Advisors, Integrated Wealth Management: Providing investment and wealth planning for ultra-high net worth individuals, we help clients minimize complexity and maximize opportunities.
Cynosure Strategies, Quantitative Hedge Fund: Employing a systematic long-short strategy, our Covariance Fund aims for positive returns regardless of economic and market conditions.
Three Sixty Capital Partners is a trusted business advisory firm specialising in mergers, acquisitions, divestments, and capital raising for mid-market companies across New Zealand and Australia.
...Three Sixty Capital Partners is a trusted business advisory firm specialising in mergers, acquisitions, divestments, and capital raising for mid-market companies across New Zealand and Australia.
With a deep understanding of the local market and extensive industry expertise, we work closely with business owners, investors, and management teams to deliver tailored solutions that drive growth, optimise outcomes, and create lasting value. Whether facilitating a seamless business sale, identifying strategic acquisition opportunities, or securing the right capital to fuel expansion, our team is committed to helping our clients achieve their goals.
Our approach combines rigorous analysis, a vast network of professional connections, and a client-first mindset to deliver results that align with your strategic vision. At Three Sixty Capital Partners, we're not just advisors—we're partners in your success.
The Kenan-Flagler Private Equity Fund manages over $10 million in assets. Since inception, the KFBSF Private Equity Fund has invested in 61 portfolio companies across four funds, exited 31 portfolio c...The Kenan-Flagler Private Equity Fund manages over $10 million in assets. Since inception, the KFBSF Private Equity Fund has invested in 61 portfolio companies across four funds, exited 31 portfolio companies, and executed 5 dividend recapitalizations. The Fund co-invests with partner private investment firms. We are industry agnostic, and our investments encompass a range of traditional buyout, growth equity, venture, and mezzanine investment styles.
Founded in 2007, the UNC Kenan-Flagler Private Equity fund was the first student-run private equity fund. The Fund's​ mission is to invest outside capital in an educational setting to deliver real returns for investors. The Fund currently oversees more than twenty investments across three active funds. The management team consists of MBA and Undergraduate students in the University of North Carolina's Kenan-Flagler Business School program.
Portfolio Ventures Angel Fund
PPB Capital Partners
PSP Investments
Reference Financial Services
Resolution Life
RML Advisory
Rockefeller Resources International, LLC
Rockpool Investments
Round Hill Capital
Saphir Capital Partners
Senasen Group
Sentinel Trust Company, LBA
ShareNett
ShellPay
Sina Consult
SINCERIUS
Skillnet
Sterling Global Financial
Strategic M&A Advisors
Strikwerda Investments BV
Sumedha Fiscal Services Limited
The Asset Capital Investments
The Cynosure Group
Three Sixty Capital Partners
UNC Kenan Flagler Private Equity Fund